AI Skeptic Rajiv Jain Embraces the Tech Trade He Once Shunned
THE SO WHAT
When a manager who called AI a “dot-com bubble on steroids” reverses, it’s a signal that institutional money is treating AI less like a fad and more like a structural allocation. For operators, that means more patient capital for real adoption stories — and less tolerance for hand-wavy AI narratives without revenue or margin impact.
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